IWA
Inspirion Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Sell |
33,213
-45
| -0.1% | -$10.8K | 1.06% | 18 |
|
|
2025
Q1 | $7.77M | Hold |
33,258
| – | – | 1.08% | 17 |
|
|
2024
Q4 | $8.3M | Sell |
33,258
-3,000
| -8% | -$749K | 1.16% | 17 |
|
|
2024
Q3 | $8.86M | Buy |
+36,258
| New | +$8.86M | 1.24% | 17 |
|
|
2023
Q4 | – | Sell |
-18,096
| Closed | -$3.89M | – | 144 |
|
|
2023
Q3 | $3.89M | Buy |
+18,096
| New | +$3.89M | 0.76% | 24 |
|